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Peterson Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001713558 | Orem, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR116$861.9M2026-10-08SEC ↗
Q2 2026
13F-HR120$846.1M2026-08-11SEC ↗
Q1 2026
13F-HR108$751.9M2026-04-09SEC ↗
Q4 2025
13F-HR107$750.1M2026-01-09SEC ↗
Q3 2025
13F-HR99$668.6M2025-10-09SEC ↗
Q2 2025
13F-HR97$605.8M2025-07-07SEC ↗
Q1 2025
13F-HR89$517.6M2025-04-30SEC ↗
Q4 2024
13F-HR83$554.9M2025-01-17SEC ↗
Q3 2024
13F-HR83$529.3M2024-10-24SEC ↗
Q2 2024
13F-HR75$476.7M2024-07-18SEC ↗
Q1 2024
13F-HR68$470.6M2024-04-15SEC ↗
Q4 2023
13F-HR65$421.2M2024-01-10SEC ↗
Q3 2023
13F-HR61$372.2M2023-10-05SEC ↗
Q2 2023
13F-HR64$378.4M2023-07-13SEC ↗
Q1 2023
13F-HR63$363.3M2023-04-06SEC ↗
Q4 2022
13F-HR62$331.2M2023-01-20SEC ↗
Q3 2022
13F-HR61$2.0M2022-10-17SEC ↗
Q2 2022
13F-HR56$2.1M2022-07-21SEC ↗
Q1 2022
13F-HR57$1.9M2022-04-21SEC ↗
Q4 2021
13F-HR59$1.7M2022-01-25SEC ↗
Q3 2021
13F-HR53$1.2M2021-10-21SEC ↗
Q2 2021
13F-HR53$1.1M2021-08-02SEC ↗
Q1 2021
13F-HR51$949.0K2021-04-28SEC ↗
Q4 2020
13F-HR47$960.5K2021-01-25SEC ↗
Q3 2020
13F-HR47$673.7K2020-10-20SEC ↗
Q2 2020
13F-HR44$595.3K2020-07-20SEC ↗
Q1 2020
13F-HR50$527.8K2020-04-21SEC ↗
Q4 2019
13F-HR44$780.4K2020-01-23SEC ↗
Q3 2019
13F-HR41$516.0K2019-10-17SEC ↗
Q2 2019
13F-HR41$480.7K2019-07-15SEC ↗
Q1 2019
13F-HR40$444.2K2019-04-16SEC ↗
Q4 2018
13F-HR40$374.0K2019-01-29SEC ↗
Q3 2018
13F-HR43$403.8K2018-10-17SEC ↗
Q2 2018
13F-HR43$123.4K2018-07-18SEC ↗
Q1 2018
13F-HR47$333.8K2018-04-20SEC ↗
Q4 2017
13F-HR45$320.4K2018-03-19SEC ↗